GEN Financial Management’s Vanguard Growth ETF VUG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$406K	Sell	927 -4	-0.4%	-$1.75K	0.33%	33
2025 Q1	$345K	Sell	931 -354	-28%	-$131K	0.23%	38
2024 Q4	$527K	Buy	+1,285	New	+$527K	0.34%	33